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Badgley Phelps Wealth Managers’s JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF BBAX Stock Holding History

Badgley Phelps Wealth Managers’s Portfolio BBAX Stock Details BBAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.32M Sell
39,078
-209,439
-84% -$12.7M 0.05% 162
2025
Q4 		$14M Buy
248,517
+5,442
+2% +$306K 0.26% 94
2025
Q3 		$13.7M Sell
243,075
-398
-0.2% -$22.3K 0.29% 87
2025
Q2 		$13.3M Buy
243,473
+807
+0.3% +$41.3K 0.29% 92
2025
Q1 		$11.8M Sell
242,666
-2,106
-0.9% -$105K 0.29% 92
2024
Q4 		$11.9M Sell
244,772
-6,911
-3% -$356K 0.28% 96
2024
Q3 		$13.6M Buy
251,683
+6,746
+3% +$339K 0.32% 90
2024
Q2 		$11.9M Sell
244,937
-2,694
-1% -$130K 0.29% 92
2024
Q1 		$11.9M Buy
247,631
+42,763
+21% +$2.05M 0.3% 95
2023
Q4 		$10.1M Sell
204,868
-33,739
-14% -$1.55M 0.28% 94
2023
Q3 		$10.7M Buy
238,607
+27,671
+13% +$1.3M 0.37% 86
2023
Q2 		$10.1M Buy
210,936
+4,125
+2% +$202K 0.33% 89
2023
Q1 		$10.2M Buy
206,811
+21,832
+12% +$1.11M 0.37% 88
2022
Q4 		$9.05M Buy
184,979
+3,783
+2% +$175K 0.36% 93
2022
Q3 		$7.67M Buy
181,196
+24,437
+16% +$1.16M 0.33% 93
2022
Q2 		$7.48M Buy
156,759
+134,712
+611% +$6.95M 0.31% 92
2022
Q1 		$1.23M Buy
+22,047
New +$1.18M 0.04% 124

Other funds holding BBAX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AG
AIA Group Hong Kong $6.88B AUM 20.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
SQA
Simon Quick Advisors Morristown, New Jersey $2.19B AUM 17.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Badgley Phelps Wealth Managers's BBAX Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF (BBAX) stake by 84% in Q1 2026, selling an estimated $12.7M and leaving 39,078 shares worth $2.32M. The position accounts for 0.05% of the portfolio, ranked #162.

Badgley Phelps Wealth Managers first reported a position in BBAX in Q1 2022 and has held it in 17 quarters since. The position peaked at $14M in Q4 2025. 151 funds tracked by Wall St. Rank hold BBAX as of Q1 2026.

  • Badgley Phelps Wealth Managers held 39,078 shares of JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF worth $2.32M as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 209,439 JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF shares in Q1 2026, an estimated $12.7M.
  • JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF made up 0.05% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #162 holding.
  • Badgley Phelps Wealth Managers first reported a position in JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF in Q1 2022 and has held it in 17 quarters since.
  • Badgley Phelps Wealth Managers's JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF position peaked at $14M in Q4 2025.
  • 151 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.